Purchases and Sales Made in Q2 2025 in Spdr Portfolio S&P 600 Small C (SPSM)
This table provides information about the institutional ownership of Spdr Portfolio S&P 600 Small C (SPSM) during Q2 2025. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 600 SMALL C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.28K- 0.94% |
$116K - $140K
|
345K
$16M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-3.29K- 6.09% |
$116K - $140K
|
50.7K
$2.35M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-3.41K- 9.01% |
$120K - $145K
|
34.4K
$1.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.44K- 30.28% |
$121K - $147K
|
7.92K
$366K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-3.47K- 4.53% |
$123K - $148K
|
73.2K
$3.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-3.48K- 10.58% |
$123K - $148K
|
29.4K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.59K- 1.91% |
$127K - $153K
|
184K
$8.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.61K- 85.52% |
$128K - $154K
|
611
$28.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.62K- 42.45% |
$128K - $154K
|
4.9K
$227K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.62K- 35.4% |
$128K - $155K
|
6.61K
$306K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.75K- 99.34% |
$133K - $160K
|
25
$1.16K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.76K- 27.05% |
$133K - $160K
|
10.1K
$469K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.76K- 22.4% |
$133K - $161K
|
13K
$603K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.77K- 38.13% |
$133K - $161K
|
6.11K
$283K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.9K- 22.08% |
$138K - $166K
|
13.8K
$637K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.04K- 4.32% |
$143K - $172K
|
89.5K
$4.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-4.06K- 9.1% |
$144K - $173K
|
40.6K
$1.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-4.09K- 26.86% |
$145K - $175K
|
11.1K
$516K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.15K- 10.22% |
$147K - $177K
|
36.5K
$1.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-4.2K- 23.89% |
$149K - $179K
|
13.4K
$620K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.24K- 9.71% |
$150K - $181K
|
39.4K
$1.82M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.38K- 0.52% |
$155K - $187K
|
844K
$39M
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-4.39K- 26.95% |
$155K - $187K
|
11.9K
$550K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.78K- 79.92% |
$169K - $204K
|
1.2K
$55.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-4.83K- 47.66% |
$171K - $206K
|
5.3K
$245K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.9K- 3.78% |
$173K - $209K
|
125K
$5.78M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-5.01K- 11.64% |
$177K - $214K
|
38K
$1.76M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.02K- 28.74% |
$178K - $214K
|
12.5K
$576K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-5.25K- 7.98% |
$186K - $224K
|
60.5K
$2.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-5.25K- 17.46% |
$186K - $224K
|
24.8K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.32K- 6.97% |
$188K - $227K
|
71.1K
$3.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.55K- 28.81% |
$196K - $237K
|
13.7K
$634K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-5.93K- 11.28% |
$210K - $253K
|
46.6K
$2.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.13K- 4.36% |
$217K - $262K
|
135K
$6.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-6.33K- 9.71% |
$224K - $270K
|
58.8K
$2.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-6.39K- 62.66% |
$226K - $273K
|
3.81K
$176K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.46K- 14.82% |
$228K - $276K
|
37.1K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-6.54K- 34.69% |
$231K - $279K
|
12.3K
$570K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-6.59K- 36.0% |
$233K - $281K
|
11.7K
$542K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.59K- 10.11% |
$233K - $281K
|
58.6K
$2.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.64K- 7.97% |
$235K - $283K
|
76.6K
$3.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-6.64K- 26.38% |
$235K - $284K
|
18.5K
$858K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.66K- 5.79% |
$236K - $284K
|
108K
$5.02M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-6.81K- 68.07% |
$241K - $291K
|
3.2K
$148K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-6.82K- 15.39% |
$241K - $291K
|
37.5K
$1.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-6.85K- 70.28% |
$242K - $292K
|
2.9K
$134K
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-6.99K- 23.17% |
$247K - $298K
|
23.2K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7K- 0.67% |
$247K - $299K
|
1.03M
$47.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.28K- 46.09% |
$257K - $311K
|
8.52K
$394K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.64K- 22.12% |
$270K - $326K
|
26.9K
$1.24M
|